Zacks Investment Research·Jun 22, 2026
Arrow Electronics (ARW) is a Great Momentum Stock: Should You Buy?Does Arrow Electronics (ARW) have what it takes to be a top stock pick for momentum investors? Let's find out.
Arrow Electronics, Inc.(ARW)Earnings, Financials & Key Ratios
ARW•NYSE
$193.88
17.7× P/E·Price updated Jul 7, 2026
SectorTechnologyIndustryTech DistributorsSub-IndustryElectronic components distribution and marketplaces
AboutArrow Electronics, Inc. provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Global Components and Global Enterprise Computing Solutions. The Global Components segment markets and distributes semiconductor products and related services; passive, electro-mechanical, and interconnect products, including capacitors, resistors, potentiometers, power supplies, relays, switches, and connectors; and computing and memory products, as well as other products and services. The Global Enterprise Computing Solutions segment offers computing solutions, such as datacenter, cloud, security, and analytics solutions. This segment provides access to various services, including engineering and integration support, warehousing and logistics, marketing resources, and authorized hardware and software training. The company serves original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers, and other commercial customers. Arrow Electronics, Inc. was founded in 1935 and is based in Centennial, Colorado.Show more
- Revenue$30.85B+10.5%
- EBITDA$1.08B+15.5%
- Net Income$571M+45.7%
- EPS (Diluted)10.93+49.9%
- Gross Margin11.24%-4.7%
- EBITDA Margin3.49%+4.5%
- Operating Margin3.04%+10.5%
- Net Margin1.85%+31.9%
- ROE9.15%+36.6%
ARW Price & Volume
Arrow Electronics, Inc. (ARW) stock price & volume — 10-year historical chart
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Cyclical Revenue Rebound Masks Structural Margin Constraints
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Healthy
Cash Flow:Improving
Primary Risk:Cyclical Inventory Obsolescence Risk
Key Thesis Takeaways
- Arrow Electronics is currently experiencing a sharp cyclical recovery, evidenced by a 39.0% year-over-year revenue surge in 2026Q1, yet the company remains tethered to a low-margin, transactional business model.
- While management has successfully reduced total debt to $2.5 billion from $3.8 billion in 2023Q4, the lack of recurring revenue streams leaves the firm highly exposed to semiconductor inventory volatility.
- Investors should monitor whether the current operating margin of 4.2% can be sustained if industry demand cycles shift, as the company's historical performance shows extreme sensitivity to working capital fluctuations.
Verdict Logic
while the forward P/E of 10.79 suggests potential value, the inherent cyclicality and thin 4.2% operating margin warrant caution regarding long-term earnings stability.
ARW Growth Metrics
Arrow Electronics, Inc. (ARW) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.86%
5 Years1.48%
3 Years-5.98%
TTM20.49%
Profit CAGR
10 Years1.39%
5 Years-0.45%
3 Years-26.3%
TTM87.19%
EPS CAGR
10 Years7.71%
5 Years8.03%
3 Years-20.56%
TTM92.56%
Return on Capital
10 Years12.66%
5 Years15.53%
3 Years11.61%
Last Year9.7%
ARW Recent Earnings
Arrow Electronics, Inc. (ARW) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$5.22+78.8%
$2.92
Rev
$9.5B+12.9%
$8.4B
Q1 2026
Feb 5, 2026Metric
Actual
Est
EPS
$4.39+23.7%
$3.55
Rev
$8.7B+6.6%
$8.2B
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$2.41+5.7%
$2.28
Rev
$7.7B-5.5%
$8.2B
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$2.43+19.7%
$2.03
Rev
$7.6B+1.4%
$7.5B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $5.22vs $2.92+78.8% | $9.5Bvs $8.4B+12.9% |
| Q1 2026 | Feb 5, 2026 | $4.39vs $3.55+23.7% | $8.7Bvs $8.2B+6.6% |
| Q4 2025 | Oct 30, 2025 | $2.41vs $2.28+5.7% | $7.7Bvs $8.2B-5.5% |
| Q3 2025 | Jul 31, 2025 | $2.43vs $2.03+19.7% | $7.6Bvs $7.5B+1.4% |
Based on last 12 quarters of dataView full earnings history →
Latest ARW News
Recent stock market news and headlines for Arrow Electronics, Inc. (ARW)
Zacks Investment Research·Jun 17, 2026
Arrow Electronics, Inc. (ARW) Hits Fresh High: Is There Still Room to Run?Arrow Electronics (ARW) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Peers Comparison
Key metrics vs top competitors for Arrow Electronics, Inc. (ARW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $193.88 | $9.91B | 17.74 | 10.49% | 1.85% | 9.15% | — | |
| $81.48 | $6.67B | 29.63 | -6.55% | 0.86% | 4.33% | — | |
| $235.67 | $18.85B | 23.69 | 6.94% | 1.63% | 13.12% | — | |
| $307.21 | $14.97B | 23.54 | 7.76% | 2.79% | 13.71% | — | |
| $112.14 | $3.39B | 23.07 | -5.22% | 2.17% | 11.17% | — | |
| $139.23 | $17.79B | 17.23 | 6.79% | 4.7% | 42.37% | — |
Compare ARW vs Peers
Arrow Electronics, Inc. (ARW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ARW SEC Filings & Documents
Arrow Electronics, Inc. (ARW) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 13, 2026·SEC
Material company update
May 7, 2026·SEC
Material company update
Feb 5, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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ARW Frequently Asked Questions
Arrow Electronics, Inc. (ARW) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Arrow Electronics, Inc.'s revenue?
Arrow Electronics, Inc. (ARW) reported $33.51B in revenue for fiscal year 2025. This represents a 413% increase from $6.53B in 1996.
How fast is Arrow Electronics, Inc. growing?
Arrow Electronics, Inc. (ARW) grew revenue by 10.5% over the past year. This is steady growth.
Is ARW profitable?
Yes, Arrow Electronics, Inc. (ARW) is profitable, generating $726.7M in net income for fiscal year 2025 (1.9% net margin).
Dividend & Returns
What is ARW's return on equity?
Arrow Electronics, Inc. (ARW) has a return on equity (ROE) of 9.1%. This is below average, suggesting room for improvement.
What is Arrow Electronics, Inc.'s free cash flow?
Arrow Electronics, Inc. (ARW) generated $377.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.